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September 2020

The SECURE and CARES Acts: Strategies for Planned Giving

September 28 @ 11:00 am
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions. As professionals who work with donors and clients to help them achieve their philanthropic and legacy goals, we need to understand these changes and how they might affect our clients’ and donors’ decisions around philanthropy.

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August 2020

Gifts Gone Bad: Can you REALLY draft to preserve charitable intent?

August 31 @ 11:00 am
Susan Staricka

Perspectives from a former State Charity Official

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April 2020

The SECURE Act – Strategies for Planned Giving

April 6 @ 11:00 am - 12:00 pm
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions.

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February 2020

Leaving a Legacy: A New Look at Planned Giving Donors

February 3 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Sarah W. Williams

This presentation will focus on findings received from Giving USA’s Special Report, “Leaving a Legacy: A New Look at Planned Giving Donors.” Sarah chaired the Giving USA Foundation’s committee responsible for publishing the report and will highlight and discuss findings around:

Who is most likely to make a planned giving and their motivations
The importance of building lifelong, personal relationships with current and future donors
The benefit of receiving planned gifts of all sizes and how to engage different types of donors

Sarah will also highlight analytics Marts & Lundy uses to segment prospect populations and forecast opportunity in the context of planned giving and the “Leaving a Legacy” report.

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December 2019

Fueling Your Mission: Capitalizing on Gifts of Oil & Gas

December 9, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Joe Hancock

As drilling technologies have made significant breakthroughs, oil and gas production has increased dramatically over the past two decades, allowing production in states where none existed previously. Approximately 34 states now realize substantial mineral production each year, creating opportunities for philanthropy that were not formerly available. Attendees will learn from the experiences of an organization that has almost ninety years of minerals management exclusively for nonprofit organizations. This session will equip gift planners to cultivate and close gifts of oil and gas interests, discuss ongoing management of these assets, address the applicability of partial interest and unrelated business income rules, and clarify environmental and valuation issues.

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November 2019

Gifts of Real Estate

November 4, 2019 @ 11:30 am - 1:00 pm
Truluck’s – Rsearch Blvd., 10225 Research Blvd.
Austin, TX 78759 United States
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James Mayo

Real estate represents a significant portion of the country’s wealth. As such, it should be considered as an asset class for a potential charitable gift. Structured properly, a charitable gift of real estate can not only serve a donor’s philanthropic goals but also provide significant tax benefits and, under the right circumstances, increased cash flow. Let’s discuss the various ways to give real estate and explore the benefits and issues of each.

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October 2019

CANCELLED – October 7, 2019

October 7, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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We are very sorry to inform all of our members we will be cancelling our October 7, 2019 meeting. We apologize for any inconvenience that this may cause.

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August 2019

The Central Texas Social Eco-System & You

August 26, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Ann Starr

Speaker: Ann Starr, Director of Learning and Leadership with Mission Capital Presentation Title: The Central Texas Social Eco-System & You Description of Presentation: The social sector in Travis and surrounding counties represents a complex and dynamic collection of nonprofits, institutional funders, individual philanthropists, social venture investors, socially-minded businesses and much more....including you! Join us for this interactive session to learn more about the ins and outs of the local social sector "eco-system" while also getting to know more about your…

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April 2019

To Infinity and Beyond: Drafting Gift Agreements that Will Stand the Test of Time

April 8, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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A well-drafted gift agreement doesn't just address the circumstances when a donor makes a gift - it also takes into account the donor's long-term intent, the current and future needs of the institution, and the relevant legal standards that govern institutional management of gift funds. This presentation will cover all of the essential elements of a comprehensive gift agreement, one that an organization can effectively implement during the donor's lifetime, when circumstances change so that implementation becomes impractical, and when the donor is no longer available to consult or consent to changes.

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February 2019

Ask the Experts: Best Practices in Gift Planning and Philanthropy

February 11, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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This panel will provide insight on the best practices, as well as traps to avoid, in philanthropic planning, directly from three of the most accomplished gift planners and advisors in Central Texas. Their experience ranges from higher education, health care fundraising, non-profit management, trust administration, and financial planning, the panel’s expertise covers a multitude of topics. Their expertise will provide much-needed insight on potential pitfalls and helpful tips for philanthropic planning. Submit your questions in advance, and bring your pressing concerns to the table for an in-depth discussion by the experts.

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